Saturday, July 17, 2010

Mechanical Update July 17th 2010

Two new stocks this weekend - DRWI hits the top 30 screen and SUPG hits the top 50 screen. I'd probably consider DRWI if I wasn't so bearish right now. I am about 50% in cash and the MFI stocks I sold June 29th are down about 7% since we parted ways.

Here is a snapshot of open top 30 mechanical stocks... it isn't pretty of late. Stocks added in 2010 are down an average of 10.4%.

Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
GIGM 7/24/09 4.98 2.25 - 98.06 1.58 -54.8% 10.4% -65.2%
CBI 7/31/09 13.95 18.34 - 98.81 1.58 31.5% 9.5% 21.9%
BR 7/31/09 17.27 20.13 0.42 98.81 1.58 19.0% 9.5% 9.5%
LO 7/31/09 73.72 73.53 3.00 98.81 1.58 3.8% 9.5% -5.7%
ITWO 8/7/09 14.36 19.73 - 101.20 1.58 37.4% 7.0% 30.4%
BKE 8/14/09 26.54 27.68 2.20 100.79 1.58 12.6% 7.4% 5.2%
GTLS 8/14/09 20.73 15.41 - 100.79 1.58 -25.7% 7.4% -33.1%
PRIM 8/14/09 6.95 6.05 0.08 100.79 1.58 -11.9% 7.4% -19.3%
SEPR 8/14/09 18.12 23.00 - 100.79 1.58 26.9% 7.4% 19.5%
PVSW 8/14/09 5.00 4.66 - 100.79 1.58 -6.8% 7.4% -14.2%
CEU 8/21/09 5.10 3.94 - 102.96 1.58 -22.7% 5.1% -27.9%
cytk 8/28/09 3.04 2.27 - 103.38 1.58 -25.3% 4.7% -30.0%
jcom 8/28/09 22.14 21.94 - 103.38 1.58 -0.9% 4.7% -5.6%
AMED 9/4/09 35.00 26.02 - 102.06 1.58 -25.7% 6.1% -31.7%
MIPS 9/18/09 3.72 5.01 - 106.72 1.58 34.7% 1.4% 33.3%
MHP 9/25/09 23.67 29.33 0.46 104.45 1.07 25.9% 3.1% 22.7%
AGX 10/16/09 12.50 8.84 - 108.89 1.07 -29.3% -1.1% -28.2%
BBND 10/30/09 3.70 3.05 - 103.56 1.07 -17.6% 4.0% -21.6%
FLR 10/30/09 44.42 42.79 - 103.56 1.07 -3.7% 4.0% -7.7%
RGR 10/30/09 10.62 14.55 0.28 103.56 1.07 39.6% 4.0% 35.6%
RTN 10/30/09 45.28 47.73 0.69 103.56 1.07 6.9% 4.0% 2.9%
VRSK 10/30/09 27.43 28.85 - 103.56 1.07 5.2% 4.0% 1.2%
immu 11/6/09 3.61 3.04 - 107.13 1.07 -15.8% 0.6% -16.3%
cbst 11/6/09 17.60 21.37 - 107.13 1.07 21.4% 0.6% 20.9%
snta 11/6/09 3.20 2.71 - 107.13 1.07 -15.3% 0.6% -15.9%
CNU 11/13/09 3.10 3.41 - 109.62 1.07 10.0% -1.7% 11.7%
IDCC 11/20/09 23.56 26.44 - 109.43 1.07 12.2% -1.6% 13.8%
PDLI 11/27/09 6.63 5.95 0.50 109.57 1.07 -2.7% -1.7% -1.0%
ARO 12/4/09 28.95 43.02 - 111.01 1.07 48.6% -3.0% 51.6%
CBPO 12/4/09 9.06 11.64 - 111.01 1.07 28.5% -3.0% 31.4%
VALV 12/31/09 5.15 6.20 - 111.44 0.48 20.4% -3.9% 24.2%
SMED 2/5/10 6.74 4.66 - 106.66 0.48 -30.9% 0.5% -31.3%
SPMD 2/5/10 36.63 17.50 - 106.66 0.48 -52.2% 0.5% -52.7%
XOMA 2/5/10 0.42 0.39 - 106.66 0.48 -6.9% 0.5% -7.3%
MGIC 2/19/10 1.77 2.34 - 111.14 0.48 32.2% -3.6% 35.8%
UIS 2/26/10 34.91 20.51 - 110.74 0.48 -41.2% -3.3% -38.0%
SNTS 3/5/10 4.87 2.51 - 114.25 0.48 -48.5% -6.2% -42.2%
PRSC 3/12/10 14.18 12.40 - 115.46 0.48 -12.6% -7.2% -5.3%
WTW 3/19/10 25.20 26.43 - 115.97 - 4.9% -8.0% 12.9%
QDEL 3/25/10 13.73 12.09 - 116.58 - -11.9% -8.5% -3.4%
BDSI 4/16/10 4.12 2.31 - 119.36 - -43.9% -10.6% -33.3%
ABC 4/23/10 31.13 32.14 - 121.81 - 3.2% -12.4% 15.7%
APOL 4/30/10 57.41 45.57 - 118.81 - -20.6% -10.2% -10.4%
SVA 4/30/10 5.79 4.36 - 118.81 - -24.7% -10.2% -14.5%
OSK 4/30/10 38.62 31.02 - 118.81 - -19.7% -10.2% -9.5%
VPHM 5/7/10 12.06 10.91 - 111.26 - -9.5% -4.1% -5.4%
CHOP 5/14/10 6.54 5.18 - 113.89 - -20.8% -6.3% -14.4%
MRX 5/21/10 22.50 23.68 - 107.71 - 5.2% -1.0% 6.2%
CRXX 6/4/10 1.53 1.42 - 106.82 - -7.2% -0.1% -7.0%
TNAV 6/4/10 8.53 8.49 - 106.82 - -0.5% -0.1% -0.3%
JGBO 6/11/10 8.45 7.98 - 109.68 - -5.6% -2.8% -2.8%
VALU 6/11/10 17.84 15.20 - 109.68 - -14.8% -2.8% -12.0%
DRWI 7/16/10 5.23 5.23 - 106.66 - 0.0% 0.0% 0.0%
















Totals 16.8% 4.2% 12.6%
53.7% of stocks beat the S&P 500 Benchmark
Closed 28.5% 6.5% 22.0%
S&P C

106.66

Open -3.8% 0.1% -3.9%